Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CTOS (Custom Truck One Source, Inc.) | 73.61% | 117.39% | 15.32% | -1.60% | NA | NA | NA | … | … |
Data as of 06/04/2026, Common starting date is 10/08/2020
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CTOS (Custom Truck One Source, Inc.) | 10/08/2020 | 06/04/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.25 | 117.39 | 15.32 | -1.60 | NA | NA | NA | … | … | 73.61 | 19.75 | -23.62 | -2.22 | -21.00 | 92.77 | -3.49 |
| Sharpe Ratio | NA | 2.51 | 0.19 | -0.09 | NA | NA | NA | … | … | 5.26 | 0.38 | -0.56 | -0.16 | -0.43 | 0.73 | -1.30 |
| Standard Deviation(%) | NA | 45.85 | 52.08 | 51.30 | NA | NA | NA | … | … | 46.54 | 57.43 | 54.23 | 41.74 | 51.78 | 104.05 | 33.11 |
| Draw Down(%) | NA | 25.13 | 56.75 | 72.43 | NA | NA | NA | … | … | 25.13 | 37.45 | 55.57 | 37.28 | 48.14 | 39.76 | 8.79 |
| Yield(%) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | … | … | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Data as of 06/04/2026, Common starting date is 10/08/2020
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTOS (Custom Truck One Source, Inc.) |
-28.22%
Sep 2021 – Sep 2024 |
-2.02%
May 2021 – May 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CTOS (Custom Truck One Source, Inc.) |
16.19%
Apr 2023 – Apr 2026 |
-0.81%
Apr 2021 – Apr 2026 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart